Anic Equity¶
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Total return since start: 0.659 %¶
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Equity now: -----------------------------> 50668.6 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43302.13 Kr¶
PnL: ---------------------------------------> -400.46 Kr¶
DD now: ---------------------------------> -4.615 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 15:51:56.456413'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Orrön Energy | 170 | -1.860000 | 2068.050000 | 27.200000 | 1.330000 | 2040.850000 |
| INVISIO | 15 | -0.830000 | 3585.000000 | 22.500000 | 0.630000 | 3562.500000 |
| Hexagon B | 26 | -0.680000 | 3429.400000 | 18.200000 | 0.530000 | 3411.200000 |
| Vitec Software Group B | 2 | -0.800000 | 1117.000000 | 16.000000 | 1.450000 | 1101.000000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Hexatronic Group | 15 | 2.800000 | 1080.300000 | 12.600000 | 1.180000 | 1067.700000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 12.000000 | 1.360000 | 884.000000 |
| HEXPOL B | 8 | -0.080000 | 964.000000 | 8.800000 | 0.920000 | 955.200000 |
| Platzer Fastigheter Holding B | 12 | -0.620000 | 956.400000 | 7.200000 | 0.760000 | 949.200000 |
| Sagax B | 4 | -1.330000 | 890.400000 | 7.200000 | 0.820000 | 883.200000 |
| Profoto Holding | 7 | -1.180000 | 588.000000 | 6.000000 | 1.030000 | 581.999999 |
| Hennes & Mauritz B | 6 | -0.570000 | 915.000000 | 5.040000 | 0.550000 | 909.960000 |
| SKF B | 5 | -1.190000 | 979.750000 | 1.750000 | 0.180000 | 978.000000 |
| ASSA ABLOY B | 4 | -1.350000 | 992.000000 | 1.200000 | 0.120000 | 990.800000 |
| Sandvik | 4 | -1.350000 | 846.800000 | 1.200000 | 0.140000 | 845.600000 |
| Latour B | 4 | -3.000000 | 854.400000 | 0.400000 | 0.050000 | 854.000000 |
| AcadeMedia | 20 | -0.890000 | 975.600000 | 0.000000 | 0.000000 | 975.600000 |
| Atrium Ljungberg B | 5 | -0.830000 | 901.000000 | -0.500000 | -0.060000 | 901.500000 |
| Addnode Group B | 7 | -2.570000 | 902.300000 | -0.700000 | -0.080000 | 903.000000 |
| Biotage | 1 | -7.540000 | 145.900000 | -1.600000 | -1.080000 | 147.500000 |
| Eastnine | 6 | -1.270000 | 654.000000 | -3.000000 | -0.460000 | 657.000000 |
| BioGaia B | 8 | -2.010000 | 899.200000 | -3.200000 | -0.350000 | 902.400000 |
| OX2 | 12 | -3.530000 | 902.400000 | -4.200000 | -0.460000 | 906.600000 |
| Gränges | 10 | 3.420000 | 1029.000000 | -7.000000 | -0.680000 | 1036.000000 |
| EQT | 4 | -2.570000 | 862.800000 | -8.000000 | -0.920000 | 870.800000 |
| Byggmax Group | 33 | -2.760000 | 953.040000 | -11.880000 | -1.230000 | 964.920000 |
| BHG Group | 109 | -6.180000 | 1407.190000 | -11.990000 | -0.840000 | 1419.180000 |
| Vitrolife | 3 | -2.640000 | 664.800000 | -12.200000 | -1.800000 | 677.000001 |
| Alimak Group | 12 | -1.430000 | 991.200000 | -13.200000 | -1.310000 | 1004.400000 |
| JM | 7 | -2.840000 | 934.500000 | -13.300000 | -1.400000 | 947.800000 |
| Catena | 2 | -1.750000 | 788.000000 | -15.600000 | -1.940000 | 803.600000 |
| Creaspac SPAC | 40 | -0.520000 | 3808.000000 | -16.000000 | -0.420000 | 3824.000000 |
| Investor B | 3 | -2.180000 | 640.500000 | -17.500000 | -2.660000 | 657.999999 |
| Hoist Finance | 36 | -1.980000 | 979.200000 | -28.800000 | -2.860000 | 1008.000000 |
| VEF | 788 | -2.320000 | 1859.680000 | -37.820000 | -1.990000 | 1897.504000 |
| Sedana Medical | 93 | -2.820000 | 2626.320000 | -357.260000 | -11.970000 | 2983.577733 |
| TOTAL | 43302.130000 | -400.460000 | -4.61546% | 43702.591732 |
Updated:¶
'2023-06-19 15:52:14.013140'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
